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Chico
7 jobs found
20.09.2025
WF

Wells Fargo Relationship Banker Chico Main United States, California, Chico

Limitless High-tech career opportunities - Expoint
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a...
Description:

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

  • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
  • Participate in building relationships with customers and spend time understanding required needs
  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
  • Present recommendations for resolving inquiries and service requests regarding customers' accounts
  • Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
  • Provide information to internal partners and external sources to further enhance the customer experience
  • Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
  • Provide self-service digital banking options to customers
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
  • 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • State Insurance license(s)
  • Customer service focus with experience handling transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Strong verbal, written, and interpersonal communication skills
  • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
  • Ability to make client calls and actively participate in the sales development process
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
  • Ability to follow policies, procedures, and regulations
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Experience mentoring and peer- coaching
  • Experience assessing customer needs and recommending products/services to fulfill those needs
  • Experience using business acumen to provide financial services consultation to small business customers
  • Knowledge and understanding of financial services consumer lending products
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Adherence to Wells Fargo sales practices risk management culture
  • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
  • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
  • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship

Pay Range

$25.00 - $38.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

21 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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17.09.2025
JPM

JPMorgan JP Morgan Wealth Management – Private Client United States, California, Chico

Limitless High-tech career opportunities - Expoint
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
Description:

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
  • Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients’ needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP®) certification is preferred
  • Bachelor’s degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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19.08.2025
JPM

JPMorgan Associate Relationship Banker - Cohasset Rd East Ave Branch ... United States, California, Chico

Limitless High-tech career opportunities - Expoint
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Engage in clear, polite, consultative communication to understand and help clients, building trust...
Description:
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
  • Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
  • Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
  • Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
  • Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
  • Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
  • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
  • 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
  • Ability to create memorable experiences for our clients – elevate the client experience.
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
  • Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
  • Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
  • High school degree, GED, or foreign equivalent.
  • Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
  • College degree or military equivalent.
  • Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending ActThis position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

FEDERAL DEPOSIT INSURANCE ACT:

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19.04.2025
A

Apple Apple Support College Program Home Advisor - University Chic... United States, California, Chico

Limitless High-tech career opportunities - Expoint
Enrolled through December of 2027 or later in at least one class at a university in the U.S. pursuing a bachelor’s degree or higher. A quiet home workspace, ergonomic chair,...
Description:
  • Enrolled through December of 2027 or later in at least one class at a university in the U.S. pursuing a bachelor’s degree or higher
  • A quiet home workspace, ergonomic chair, desk
  • A hard-wired internet connection directly from an internet service provider with a minimum download speed of 10 Mbps download and 3 Mbps upload at your address, with less than 150 ms latency
  • Available for five weeks of full-time paid training during the summer on a set schedule totaling 40 hours a week: four, 8 hour shifts during the week and one 8 hour shift on Saturdays
  • Post training, available to work 20 weekly hours, similar to the training schedule
  • Able to flex up or down in weekly hours when school is not in session, based on business needs
  • Able to meet minimum typing speed of 40 WPM while talking with customers
  • Successful completion of a pre-employment assessment, background check and initial training
  • 2.7 GPA
  • Business, Communications, Computer Science, Engineering or any other tech related major
  • Passion for customer service and ownership of the customer experience, including comprehensive issue resolution
  • Approach opportunities flexibly and with good judgment
  • Model high standards and demonstrate quality, honesty and accountability
  • Able to navigate difficult conversations and display resilience after challenging situations
  • Potential to effectively tailor communication and style to differing audiences
  • Able to self-manage and work independently in a fast-paced, constantly changing environment
  • Thrive on a team where expertise is shared and feedback is welcome
  • Effective time management, including ability to multitask, organize and prioritize
  • Able to research and grasp technical information across multiple tools while respecting customer privacy
  • Potential to acquire skills in technical troubleshooting and an eagerness to learn and take on new challenges
  • Makes space to listen, learn, and amplify diverse perspectives and experience
  • Actively seeks out opportunities to champion and celebrate inclusion and diversity
At Apple, base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay range for this role is between $23.00 and $27.50/hr, and most new hires start at $23.00. Your base pay will depend on your skills, qualifications, experience, and location.Note: Apple benefit, compensation and employee stock programs are subject to eligibility requirements and other terms of the applicable plan or program.
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17.04.2025
ATT

ATT Senior Client Solutions Executive II Mobility Mission Critic... United States, California, Chico

Limitless High-tech career opportunities - Expoint
Able to solve problems and develop strategic initiatives to grow and retain the revenue stream of assigned accounts while ensuring customer satisfaction. Expertise in product presentations/services/migrations benefiting customer needs. Demonstrates...
Description:

Job Description:

This is a sales and customer facing position, no office requirement.

Key Roles and Responsibilities:

Typical tasks may include, but are not limited to, the following:

Client Relationship and Account Management:Identify, build, and maintain long-term client relationships. Understand their needs, utilize consultative skills to close sales, ensuring satisfaction and loyalty and may deliver tailored presentations.

Sales Strategy and Revenue Growth:Develop and implement effective sales strategies to generate new opportunities and expand/retain existing accounts, meeting, or exceeding revenue targets.

Market and Trend Analysis:Stay informed about market trends, competitors, and industry developments to identify sales opportunities and maintain a competitive edge.

RFP response Management:May develop and submit detailed responses to Requests for Proposals (RFPs), ensuring alignment with client needs and company capabilities.

•May support resolution of customer disputes and accounts discrepancies, providing effective solutions to billing, installation, and other customer issues.

Required Qualifications:

  • Able to solve problems and develop strategic initiatives to grow and retain the revenue stream of assigned accounts while ensuring customer satisfaction.
  • Expertise in product presentations/services/migrations benefiting customer needs. Demonstrates knowledge of the entire product/service line.
  • Has deep knowledge of AT&T Mobility & First Net services
  • Expertise to Identify, Qualify, Propose, and Close Sales Opportunities
  • Be able to gather pertinent information from customers for design, pricing and ordering
  • Able to develop sales forecasts and billed revenue outlook (RMT)
  • Travel to customer meetings frequently
  • 4-8 years of complex sales experience and account management experience
  • Within close proximity to the local office

Desired Education/Experience:

  • Bachelor’s degree (BS/BA) desired.
  • 8+ years of related sales experience.

Our Senior Client Sol Executive's earn a base salary between$66,900 -$112,300+ commission with a total target compensation of $124,900 - $170,300. Not to mention all the other amazing rewards that working at AT&T offers. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.


Joining our team comes with amazing perks and benefits:

  • Medical/Dental/Vision coverage
  • 401(k) plan
  • Tuition reimbursement program
  • Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
  • Paid Parental Leave
  • Paid Caregiver Leave
  • Additional sick leave beyond what state and local law require may be available but is unprotected
  • Adoption Reimbursement
  • Disability Benefits (short term and long term)
  • Life and Accidental Death Insurance
  • Supplemental benefit programs: critical illness/accident hospital indemnity/group legal
  • Employee Assistance Programs (EAP)
  • Extensive employee wellness programs
  • Employee discounts up to 50% off on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available) and AT&T phone

Time Type:

Sacramento, California

AT&T is a fair chance employer and does not initiate a background check until an offer is made.

04/16/2025
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16.04.2025
ATT

ATT Temporary Splicing Technician United States, California, Chico

Limitless High-tech career opportunities - Expoint
Medical/Dental/Vision coverage. 401(k) plan. Paid Time off and holidays (With some exceptions bargained employees qualify for one week of PTO after 6 months of service and 2 weeks after the...
Description:

Job Description:

Receives verbal or written daily work assignments and instructions from supervisors/peers and/or dispatch center; Loads required tools and material into Company vehicle and travels to work location. Performs routine maintenance and safety checks on Company provided tools, equipment and motor vehicles; Reviews and analyzes complex schematic drawings to determine work to be done, methods and sequence of tasks, communicates discrepancies to associated work groups and recommends job design changes; Works with small hand tools, mechanical equipment, color-coded and test signal identified wires for the connection and repair of wires and cables to related telecommunications equipment; Splices pairs of color-coded or tone identified conductors together by hand, splicing tool or machine, rearranging and reconnecting cable facilities. May also work on digital data circuits or fiber conductors using sensitive equipment; Identifies, isolates and repairs various types of cable faults; Works with outside contractors during excavation of cable facilities to accomplish service restoration and/or installation of new facilities locating and/or marking buried and underground cable facilities; Isolates and locates air pressure leaks in underground cable facilities; Uses various electronic test equipment; May be required to develop a working knowledge of binary numbering system, digital concepts and fiber optics (light guide); May be required to dig with shovel, jackhammer, etc., to find buried trouble; May be required to climb non-stepped poles with the use of climbers; Uses mechanized system requiring basic computer literacy.; Communicates with other work groups, customers and vendors on completed work and requests various information regarding new work assignments; Must accurately perform time reporting tasks, classify work operations to account codes and explain work changes to the customer; Must meet specific quality, production and safety standards; Installs, rearranges, repairs and removes communication facilities, which could include inside wiring; Customer contact required; Will be expected to be the Company's representative and customer's advocate; Works with TAN mechanized systems requiring minimal computer literacy; May be required to work in both a construction and maintenance environment.

Our Splicing Technician earn between $911.50 - $1940.50 weekly. With our amazing wage opportunities, our average starting earnings begin at $47398.00 per year. Individual starting salary within this range may depend on geography, experience, expertise, and education/training. Joining our team comes with amazing perks and benefits: · Medical/Dental/Vision coverage · 401(k) plan · Paid Time off and holidays (With some exceptions bargained employees qualify for one week of PTO after 6 months of service and 2 weeks after the first year). At least 6 company designated holidays and additional PTO (based on bargaining group to which you are hired). · Sick leave (may vary by state and based on bargaining group to which you are hired). · Adoption Reimbursement · Disability Benefits (short term) · Life and Accidental Death Insurance · Supplemental benefit programs: critical illness, accident hospital indemnity/group legal · Employee Assistance Programs (EAP) · Employee discounts up to 50% off on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available) and AT&T phone.
If a Background Check is required, candidates with arrest or convictions records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.

Temporary (Fixed Term)Chico, California


With our amazing wage opportunities, our average starting earnings per week begin at

AT&T is a fair chance employer and does not initiate a background check until an offer is made.

04/11/2025
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13.04.2025
BOA

Bank Of America Relationship Banker United States, California, Chico

Limitless High-tech career opportunities - Expoint
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Description:

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence

• Builds relationships with clients to meet financial needs

• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

• Grows business knowledge and network by partnering with experts in small business, lending, and investments

• Manages financial center traffic, appointments, and outbound calls effectively

• Drives the client experience

• Manages cash responsibilities

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

• Is confident in identifying solutions for new and existing clients based on their needs.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).

• Applies strong critical thinking and problem-solving skills to meet clients’ needs.

• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

• Efficiently manages time and capacity.

• Focuses on results, while acting in the best interest of the client.

• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions.

• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

• Six months of cash handling experience.

• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

• Adaptability

• Business Acumen

• Customer and Client Focus

• Oral Communications

• Problem Solving

• Account Management

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Business Development

• Pipeline Management

• Prospecting

• Referral Identification

• Referral Management

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator

1st shift (United States of America)

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Limitless High-tech career opportunities - Expoint
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a...
Description:

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

  • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
  • Participate in building relationships with customers and spend time understanding required needs
  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
  • Present recommendations for resolving inquiries and service requests regarding customers' accounts
  • Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
  • Provide information to internal partners and external sources to further enhance the customer experience
  • Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
  • Provide self-service digital banking options to customers
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
  • 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • State Insurance license(s)
  • Customer service focus with experience handling transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Strong verbal, written, and interpersonal communication skills
  • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
  • Ability to make client calls and actively participate in the sales development process
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
  • Ability to follow policies, procedures, and regulations
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Experience mentoring and peer- coaching
  • Experience assessing customer needs and recommending products/services to fulfill those needs
  • Experience using business acumen to provide financial services consultation to small business customers
  • Knowledge and understanding of financial services consumer lending products
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Adherence to Wells Fargo sales practices risk management culture
  • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
  • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
  • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship

Pay Range

$25.00 - $38.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

21 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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